See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,025 | $65,685-66.5% | $57,179-61.5% | $273,961-92.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 8.43% | 21.99%-13.6pp | 14.59%-6.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,955 | $3,279+20.6% | $2,682+47.4% | $4,869-18.8% |
| Participant deferral / active EE | $1,327 | $3,782-64.9% | $3,096-57.1% | $5,287-74.9% |
| Admin fee / account holder | $80 | $4,835-98.3% | $3,139-97.5% | $10,132-99.2% |